Ann Ronn
Ann Ronn is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Houston, TX, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
602 Sawyer St. Ste 120, Houston, TX, 77007
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Regulatory History (1)
Customer Dispute
March 2011Other Business ActivitiesSells Insurance
Ann is a part owner of The AFP Group and owner of Income Protection Solutions, Inc., both insurance agencies. She also works as a broker for Texas Advantage Insurance Brokerage and is a member of Houston NAIFA, dedicating a full-time commitment to Income Protection Solutions, Inc. and about a quarter of her time to The AFP Group.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
The Afp Group
The Afp Group
1717 Capital Management CompanyBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.